ATOmate
ATOmate is an Australian SaaS platform that automates ATO document processing for 1,500+ accounting practices via direct ATO integration, TFN redaction, PMS cross-checking, and automated client communication on a bespoke subscription model.
- Company typePrivate
- Founded2015
- HeadquartersGeelong, Australia
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What ATOmate does
ATOmate, operated by Australian private company Business Automation Works Pty Ltd (trading as BAW), is a cloud-based SaaS platform that automates Australian Taxation Office document processing for accounting practices. The product integrates directly with the ATO to capture correspondence (PAYG instalment notices, Notices of Assessment, BAS, Div 293 documents, Instalment Activity Statements), automatically redacts Tax File Numbers for Privacy Act compliance, cross-checks data against practice management systems (MYOB, Xero Practice Manager, CCH iFirm, Access, Reckon, LodgeiT) and SMSF platforms (BGL, Class, Kloud Connect), files documents into the customer's document management system, and distributes personalised client communications via email, post, portal, or mobile app. Additional modules include the IAS Tool (proactive identification of clients missing PAYG instalment notices) and eLearning courses. The platform carries ATO registered digital service provider status and ISO 27001 certification.
ATOmate sells through a sales-led, direct motion built around personalised discovery meetings and bespoke subscription pricing calibrated to practice size and document volume, supported by content marketing, organic social, and customer case studies. The implementation cycle is approximately 4-6 weeks. Customers range from sole practitioners to large multi-partner firms with dedicated admin teams. By 2025, the platform reported 1,500+ paying accounting practices, 43% growth between 2023 and 2025, and double the adoption rate of ATO SmartDocs per the Practice Protect Australian Cloud Accounting Apps Report 2025-26. The company is founder-led by Managing Director Stan Corner, operates from Geelong (VIC) and Newcastle (NSW), and serves only the Australian market.
ATOmate firmographics
Firmographics- Name
- ATOmate
- Legal name
- Business Automation Works Pty Ltd ACN 629 822 671 (ABN 16 629 822 671)
- Website
- https://atomate.com.au
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ATOmate is an Australian SaaS platform that automates ATO document processing for 1,500+ accounting practices via direct ATO integration, TFN redaction, PMS cross-checking, and automated client communication on a bespoke subscription model.
- Ownership category
- akta.pro rank
Where ATOmate is headquartered
LocationHeadquarters
- HQ city
- Geelong
- HQ country
- Australia
- HQ region
- Oceania
Offices2 records
Markets served
ATOmate business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Software (SaaS): Bespoke subscription pricing based on practice size and volume of ATO documents processed. Includes initial setup fee plus ongoing subscription. Personalized discovery meeting determines exact pricing tailored to each practice.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Bespoke subscription based on practice needs |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
ATOmate product offering
Product offeringCore offering
ATOmate is a cloud-based SaaS platform that integrates directly with the Australian Taxation Office (ATO) to automatically capture, process, check, redact, file, and distribute ATO correspondence for Australian accounting practices. The platform auto-processes ATO documents overnight for next-day approval, cross-checks data against practice management systems, redacts Tax File Numbers for legislative compliance, and generates personalised client communications via email, post, portal, or mobile app. It serves over 1,500 accounting practices across Australia.
Product overview
ATOmate is a single unified cloud-based platform for Australian accounting practices. The core ATOmate product provides end-to-end ATO document automation, including direct ATO integration for automated document capture, processing, checking, TFN redaction, filing, and client communication. The platform integrates with practice management systems (MYOB, Xero Practice Manager, CCH iFrms, LodgeiT, Access APS/Elite/HandiSoft/Accountants, Kloud Connect, Class, Reckon), document management systems (FYI Docs, Virtual Cabinet, SuiteFiles, iManage, Nimbus Portals, SharePoint, HowNow, Google Drive, Dropbox, Box, Windows Folders), and SMSF management systems (BGL Simple Fund 360, Class Super). The IAS Tool is an add-on module that identifies clients who may miss PAYG instalment notices. eLearning Courses provide training resources. All components work together within the unified ATOmate dashboard to automate the complete ATO document lifecycle from capture through client communication.
Differentiator
Problem solved
Functional benefit
Products and services
- ATOmate Cloud-based ATO document automation platform that integrates directly with the Australian Taxation Office to automatically capture, process, check, and distribute all ATO correspondence for accounting practices. Processes documents overnight for next-day approval, automatically redacts Tax File Numbers for compliance, files documents to document management systems, and generates personalised client communications via email, post, portal, or mobile app with secure PIN code.
- IAS Tool Add-on tool that identifies clients who will not receive their first PAYG instalment notice, providing accounting practices with a detailed list of affected clients to ensure proactive communication and avoid missed payment obligations.
- eLearning Courses Educational training resources for users learning to operate the ATOmate platform and maximise its capabilities for ATO document processing automation.
Quantifiable outcome
- 90% reduction in ATO document processing time
- +4 more outcomes
Companies that use ATOmate
Customer profileNamed customers3 records
Segments1 record
Ideal customer profiles1 record
ATOmate technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration26 records
AI capability5 records
Feature8 records
ATOmate partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core.
- MYOBcorePractice management system integration. ATOmate cross-checks ATO data against MYOB practice management data and integrates workflow for accounting practices using MYOB.
- XerocoreIntegration with Xero Practice Manager (XPM) and Xero Tax. ATOmate integrates directly with Xero to automate ATO document processing for Xero-using practices.
- Wolters Kluwer CCH iFirmcorePractice management system integration with Wolters Kluwer CCH iFirm for automated ATO document processing and data cross-checking.
- BGLcoreSMSF management system integration. ATOmate integrates with BGL Simple Fund 360 for managing SMSF-related ATO documents.
- ClasscoreSMSF management system integration with Class for processing SMSF-related ATO documents and correspondence.
- Access Group (APS, Elite, HandiSoft, Access Practice)coreMultiple Access Group product integrations including APS, Elite, HandiSoft, and Access Practice for practice management system connectivity.
- Kloud ConnectcoreSMSF management system integration with Kloud Connect for automated ATO document handling.
- Virtual CabinetcoreDocument management system integration. ATOmate automatically files ATO correspondence into Virtual Cabinet and supports portal delivery to clients.
- SuiteFilescoreDocument management system integration for automatic filing and storage of ATO documents.
- FYI DocscoreDocument management system integration for automatic ATO document filing and management.
- SharePoint / Microsoft 365coreDocument management system integration with Microsoft SharePoint and Microsoft 365 for ATO document storage and collaboration.
- Practice ProtectcorePractice Protect Australian Cloud Accounting Apps Report references ATOmate as a leading ATO document automation solution. Partnership includes industry research collaboration and market positioning.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
ATOmate competitors and assessment
Company assessmentBroad incumbents
- Karbon: Workflow and practice management platform for accounting firms. While broader than ATOmate, Karbon competes for the same accounting practice buyer and integrates ATO document workflows into its end-to-end engagement management.
- DocuWare: Enterprise document management and workflow automation platform that serves accounting firms among other verticals. Comparable as document capture, filing, and workflow automation infrastructure, though not specific to Australian ATO workflows.
- Practice Ignition: Proposal, engagement letter, and billing workflow platform for accounting firms. Comparable to ATOmate as a vertical SaaS tool addressing back-office automation for Australian accounting practices.
Direct peers
- Hubdoc: Document capture and automation platform for accountants and bookkeepers, now owned by Xero. It overlaps with ATOmate on automating the flow of financial documents into practice workflows, with deep PMS integration emphasis.
- AutoEntry: Cloud-based document capture and data extraction tool for accountants, automating processing of bills, receipts, and bank statements. It is comparable to ATOmate as a document automation SaaS for accounting practices, although it focuses on inbound documents rather than outbound ATO correspondence.
- Virtual Cabinet: Document management system purpose-built for accounting and professional services firms, including ATO document handling and portal-based client communication. Both ATOmate and Virtual Cabinet compete for the ATO document workflow.
- FYI Docs: Document management and automation platform designed for accounting practices, including ATO correspondence handling. Direct functional overlap with ATOmate, particularly on DMS-side document filing and client communication.
- ATO SmartDocs: The Australian Taxation Office's own first-party document delivery and storage platform for tax agents. It is ATOmate's primary direct competitor and the incumbent the company is surpassing on adoption rate, per the 2025-26 Practice Protect report.
Emerging players
- Canopy: Practice management and document workflow SaaS for accounting firms with IRS-focused integrations in the US market. Comparable as a workflow automation platform for accounting practices, though operating in a different tax jurisdiction.
- SuiteFiles: Cloud document management system with accounting practice integrations and ATO document automation features. Competes with ATOmate's DMS-side capabilities, particularly for Xero- and MYOB-using firms.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
ATOmate social profiles
Digital presenceATOmate compliance and trust
Trust signalCompliance3 records
ATOmate financial estimates
Financial estimateRevenue estimate
Valuation estimate
ATOmate leadership team
Management profileNumber of profiles
Profiles1 record
ATOmate funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ATOmate M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ATOmate
What does ATOmate do?
ATOmate is a cloud-based SaaS platform that integrates directly with the Australian Taxation Office (ATO) to automatically capture, process, check, redact, file, and distribute ATO correspondence for Australian accounting practices. The platform auto-processes ATO documents overnight for next-day approval, cross-checks data against practice management systems, redacts Tax File Numbers for legislative compliance, and generates personalised client communications via email, post, portal, or mobile app. It serves over 1,500 accounting practices across Australia.
Is ATOmate a public or private company?
ATOmate is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ATOmate founded?
ATOmate was founded in 2015. It employs 11 to 50 people.
Where is ATOmate based?
ATOmate is headquartered in Geelong, Australia, in the Oceania region.
How does ATOmate make money?
One revenue line is on record: subscription Software (SaaS).
Who are ATOmate's main competitors?
Broad incumbents on record are Karbon, DocuWare and Practice Ignition. Direct peers are Hubdoc, AutoEntry, Virtual Cabinet, FYI Docs and ATO SmartDocs. Emerging players are Canopy and SuiteFiles.
Does ATOmate have an API?
No public API is recorded for ATOmate.